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Konten disediakan oleh Robeco. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Robeco atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Know What You See with Brian Lowery
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1 Spilling the Tea on Cross Culture Comedy: Jesse Appell’s Journey in China 29:42
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In this episode, comedian and tea enthusiast Jesse Appell of Jesse's Teahouse takes us on a journey from studying Chinese comedy to building an online tea business. He shares how navigating different cultures shaped his perspective on laughter, authenticity, and community. From mastering traditional Chinese cross-talk comedy to reinventing himself after a life-changing move, Jesse and host Brian Lowery discuss adaptation and the unexpected paths that bring meaning to our lives. For more on Jesse, visit jessesteahouse.com and for more on Brian and the podcast go to brianloweryphd.com.…
Robeco Asset Management Podcast
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Konten disediakan oleh Robeco. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Robeco atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
…
continue reading
80 episode
Tandai semua (belum/sudah) diputar ...
Manage series 2511131
Konten disediakan oleh Robeco. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Robeco atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
…
continue reading
80 episode
Semua episode
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1 A random talk down Quant Street, Ep. 1/11 – Why quant investing is not a black box 5:36
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Quant investing has been called a ‘black box,’ but is that really the case? In the first of this new series on Quant Investing we sit down with Harald Lohre, Director of Quant Research at Robeco, to break down this myth.
Equity markets are living through one of the most powerful momentum runs in decades, driven in large part by the continued dominance of US large-cap equities. But with valuations soaring, the question is: can the winners keep on winning, or will the momentum train soon lose steam?
In a world in which the momentum factor is a key driver of investor flows, and where investment sentiment is heavily skewed towards US mega-caps, a contrarian view can pay off. Boston Partners portfolio manager Chris Hart talks about opportunities in healthcare, consumer staples, financials and industrials.…
Robeco’s one-year outlook, titled ‘This is not a landing’, looks at how the US economy so far skillfully manages to defy all the indicators flashing an immediate recession risk. Peter van der Welle and Colin Graham discuss a broad range of both regions and asset classes in our latest podcast episode.…
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1 US Election: The impact on equities, bonds, currencies and commodities 12:10
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What 'four more years of Trump' means for financial markets. Erika van der Merwe with Robeco's Colin Graham and Lauren Mariano.
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1 What's driving the recent growth in active ETFs? 26:16
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This has been a landmark year for active exchange traded funds. More than 300 new active ETFs have been launched so far in 2024, and around EUR 200 bln investor flows have made their way into this market segment. Why have investors become increasingly eager to get exposure to these not-so-passive investment vehicles?…
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1 Subordinated, but certainly not suboptimal 25:45
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Markets are preparing for lower rates. Fixed income investors who need their portfolios to keep on generating enough income are having to evaluate their options. For those who don't have the stomach for high yield debt, the investment grade segment of the credit market has some interesting possibilities. Tune in to hear Jan Willem Knoll and Daniel Ender discuss the merits of subordinated debt.…
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1 Is the eternal promise of emerging markets starting to materialize? 29:04
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Many investors are still underweight emerging market equities. While the asset class outperformed developed markets by a wide margin in the first decade after the millennium, emerging market equity returns have since lagged, leaving investors with a degree of skepticism. But, looking ahead, one cannot deny the immense promise that many emerging markets now offer. Tune in to hear the views of Vicki Chi and Karnail Sangha.…
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1 The (almost) forgotten art of stock picking 27:34
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It’s almost unnerving, watching equity-market indices repeatedly touching new all-time highs. Particularly when the gains are founded on a very select group of stocks, while economic indicators are relatively mixed. In such a set-up – we ask portfolio manager Michiel Plakman – what’s the best strategy for managing a market-beating investment portfolio?…
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1 The three big trends shaping our future 27:47
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What does it take to truly see the significant shifts taking place in the world around us – those structural themes that might be obscured by the noise, but which require investors’ attention? Daniel Ernst and Sam Brasser are passionate about watching the world, discerning persistent themes and forming views on how to construct portfolios to benefit from them. Tune in to our latest podcast episode.…
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1 Can investors position their portfolios to prepare for a US election outcome? 24:52
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Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios.
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1 Thematic investing – often a tale of two tides 30:07
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While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.
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1 Zoo-ming in and out of the factor zoo 25:35
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Quant equity investing has enjoyed the resurgence of value since late 2020. Meanwhile, the quest for innovation in capturing returns continues unabated. Since the birth of quant investing, there’s been a steady rise in the number of factors that researchers claim can explain alpha. But it turns out that 15 factors are enough to capture most of the drivers of equity market returns.…
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1 All you need to know about ‘transition finance’ 25:13
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A new aspect of the evolution in sustainable investing is the emphasis on what is termed 'transition finance'. It is a broad concept – some argue it’s too broad – but there are strong views that the complex shift that we need to get our economies to net zero will depend on this form of capital. How are investors going about the process of transition investing?…
A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great entry point. But interest rates continue to rise for most of 2023 and flows into the asset class turned out to be surprisingly modest. Have we now reached a turning point?…
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Robeco Asset Management Podcast
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2023 gave investors little reason to complain. Both global equities and bondsare likely to deliver positive returns and Goldilocks still reigns supreme. In this podcast, Colin Graham and Peter van der Welle discuss the cracks in the resilience of Western economies (and their consumers), a contrarian view on the soft-landing consensus, inflation, geopolitics … and Taylor Swift.…
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Robeco Asset Management Podcast
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The buzz around artificial intelligence has reached fever pitch, with growing awareness of what this technology can do. What does it all mean for investors? Can the power of AI be harnessed to create better investment outcomes? We’ve invited three specialists in this area, to discuss the various possibilities.…
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Robeco Asset Management Podcast
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1 Credit Quarterly Talks Q4 2023: This time it’s NOT different 9:37
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Consensus views in the market have changed from a likelihood of a recession to a most likely soft landing. But economic laws have always applied and this time should be no different.
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Robeco Asset Management Podcast
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1 From Ghana to Ireland – ranking all countries by their SDG policies 28:28
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Countries all over the world have embraced the SDGs. Our new Country SDG Framework shows exactly which of those countries are making most progress. This new framework helps fixed income investors to finance those governments that are really making a difference. Laurens Swinkels and Jan Anton van Zanten discuss the details in our latest podcast episode.…
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Robeco Asset Management Podcast
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1 Growth now meets value in emerging market equities 28:06
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Early this year, investors were notably enthusiastic about emerging market equities. And, as the months have gone by, funds have flowed towards this asset class. While returns have been fair, investors are still waiting for the big pay-off from the emerging market bet. How patient ought investors to be, and how rewarding will that pay-off be in the end? We discuss this with portfolio managers Wim-Hein Pals and Jaap van der Hart.…
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Robeco Asset Management Podcast
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1 We’re at a very exciting stage in AI developments 27:11
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It’s been just over six months since generative AI was made truly accessible to the world at large. It’s sparked the collective imagination about the implications of AI technology for how we live, work – and even how we should assess potential investment prospects. What’s real, and what framework should one be applying to discern what the opportunities are? Mike Chen and Daniel Ernst share their insights in our latest podcast episode.…
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Robeco Asset Management Podcast
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1 Credit Quarterly Talks Q3 2023: Between a rock and a hard place 9:38
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In their latest Credit Quarterly Outlook, Robeco’s Credit team explains that rates and recession fears are the main drivers of this cycle.At times like these it’s critical to know your assets, as risks as well as opportunities will be inevitable. Erik Keller, Client Portfolio Manager for Credit at Robeco, outlines the team’s views.…
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Robeco Asset Management Podcast
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1 Podcast XL: Is the 60-40 portfolio dead or just outdated? 44:50
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The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio generated losses. Is it time to ditch the 60-40 concept altogether, or does it simply need a revamp?…
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Robeco Asset Management Podcast
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1 A new episode of our new series for you: 'In tune with the markets' - Arnout van Rijn 16:41
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Podcast 'In tune with the markets' – Episode 6: 'Jai Ho!' A new episode of Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn. This podcast features material by fair use guidelines. All rights reserved to the copyright owners.…
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Robeco Asset Management Podcast
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The expectation had been that banks would enjoy the fruits of finally exiting zero interest rate policies. While that has been the case, the tremendous pace and extent to which rates have risen over the past year have highlighted some weaknesses in the system. In this context, what are investors’ assessment of the banking sector? In our latest podcast, portfolio manager Patrick Lemmens and senior credit analyst Jan Willem Knoll give their views on the sector.…
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Robeco Asset Management Podcast
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1 Subscribe to 'In tune with the markets' too 0:43
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This is a trailer. Full new episode out now: https://www.robeco.com/en-int/insights/2023/04/podcast-in-tune-with-the-markets-mahna-mahna Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn as he covers the latest in global banking, central bank action and what to watch in the week ahead.…
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Robeco Asset Management Podcast
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1 Credit Quarterly Talks Q2 2023: Buy the dip 8:42
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Markets are still nervously eyeing the risk of a recession. Turmoil in the banking sector has added to the jitters. What will central banks do, and how should credit investors be positioned? In their latest Credit Quarterly Outlook, Robeco’s Credit team says they’re ready to buy on the dips, but with some very specific preferences. Erik Keller, Client Portfolio Manager for Credit at Robeco, outlines the team’s views.…
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Robeco Asset Management Podcast
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1 Don't navigate on headline news when investing in Asia-Pacific 26:39
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Asia-Pacific is touted as a region vibrant with opportunity, thanks to its demographic advantage, catch-up growth and technological prowess. But investors remain wary of some of the obstacles, such as uncertainty about China’s role as an economic powerhouse and, more broadly, the difficulty of investing in a region made up of highly distinct markets. Thu Ha Chow, Head of Fixed Income Asia, and Joshua Crabb, Head of Asia-Pacific Equities, discuss their approach to the region.…
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Robeco Asset Management Podcast
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1 New episode of new series: 'In tune with the markets' - Arnout van Rijn 16:46
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Podcast 'In tune with the markets' – episode 3: 'I will survive' A new episode of Robeco’s biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn as he covers the latest in global banking, central bank action and what to watch in the week ahead.…
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Robeco Asset Management Podcast
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1 New series: 'In tune with the markets' 14:08
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Podcast 'In tune with the markets' – episode 2: 'The Power' Arnout van Rijn: Central banks are still a major theme. The question is: how far are they willing to go, and what will it look like when markets snap. Meanwhile, equity markets remain relentlessly bullish, with cyclical stocks leading the charge. And China growth might be slowing, but it’s still got the power – as does President Xi Jinping. Follow (for free) via the links here: https://podnews.net/podcast/iad09…
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